HHC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q4	Dec 31, 2021	Clark Street Value	-	75.0%	AAMCF, ACEL, ADES LN, BBXIA, CDOR, CPLG, ECTM, FBRT, HHC, HMG, INDT, JCS, JXN, LAUR, LBRDK, LGL, LRFC, LUB, LYLT, MPC, NTPIF, NXDT, ONL, PFSW IN, PFX, RHEP, RVI, SNDA, THNPY	-			View
2020 Q4	Dec 31, 2020	Clark Street Value	-	24.3%	ACEL, ATXI, CLNY, ECTM, FVE, GBRK, GLPI, HGV, HHC, MCHX, MMAC, PRSP, PSTH, RESI, STAY, WH	-			View
2023 Q4	Dec 1, 2024	Seven Corners Capital	14.0%	0.0%	ACT, GNW, HHC, MACK, PSHZF, SD	activism, discount, energy, Pharmaceuticals, value	Portfolio consists of discount-to-sum-of-parts plays including PSHZF trading at 29% discount to NAV, GNW trading at discount to its 81.6% ACT stake value, and MACK as classic uncorrelated sum-of-parts opportunity. These positions are viewed as theoretically independent of overall market movements.	AAVE-USD MACK GNW PSHZF	View
2022 Q2	Jun 30, 2022	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	CADE, CMP, HHC, QUOT, TREE, TRNO	-			View
2022 Q4	Mar 28, 2023	Pershing Square Holdings	0.0%	6.3%	CMG, CP, FMCC, FNMA, HHC, HLT, LOW, NFLX, QSR, SVB, TWTR, UMG AV	-			View
2022 Q4	Feb 22, 2023	Bernzott Capital Advisors – US Small Cap	8.5%	8.5%	BV, GV, GVA, HALO, HHC, JRVR, KN, MP, QUOT, SP, SSTK, UPLD, VNOM	-			View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of HHC

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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